Tuesday, October 11, 2011

Chapter 1.9: Process Strategy

Operational Excellence is a philosophy for increasing the efficiency and effectiveness of process Function.  Michael Treacy & Fred Wiersema in the Discipline of Market Leaders describe operational excellence as an unrelenting focus on driving down costs.[i]  They refer to both the tangible and intangible costs of:
·         Operating cost

·         Total ownership cost

·         Inconvenience cost 

Where inconvenience cost includes the intangible costs stemming from annoyance and irritation. 

But as Michal Porter points out, operational excellence is necessary but not sufficient to maximize the value of process.[ii]  To glean the maximum value from an organization’s resources requires more than operational excellence.  It also requires that the processes of an organization fit in value alignment with each other.  A process without Fit can be highly efficient and effective at creating redundancies and wasted effort.  It could result in an organization going really fast in the wrong direction. 

Value Optimization is a philosophy for increasing process Fit.  Value Optimization is an unrelenting focus on increasing value.  Operational excellence takes a transactional view for reducing costs.  Value Optimization takes a system view for increasing value.  Together they help organizations achieve one or more of the following:
·         Produce a fixed customer value at a reduced cost

·         Increase the customer value produced at a fixed cost 

·         Raise competitive differentiation 

Applied together, the philosophies of Operational Excellence with its focus on Function and Value Optimization with its focus on Fit create highly efficient and effective processes.  Figure 1.11 is a drawing by the artist M. C. Escher called “Day and Night.”  Function is represented by the efficient flight of the geese.  Fit is represented their ability to fly both day and night; and by the smooth passing of two flocks of geese, without a single ruffled feather.  Together the combined strategy of Fit and Function enables the geese to complete their migrations efficiently and effectively.
Figure 1.11:  Combining Fit and Function

Flying is a function geese perform well.  But if they could not fit into a pattern of flying day and night it would take them much longer to reach their annual destination. 

Southwest Airlines is used as a case study for combining the strategies of process Fit and Function.  In “The Discipline of Market Leaders” Treacy & Wiersema refer to Southwest Airlines as a leader in operational excellence.  They discuss how airplane standardization reduces the variety associated with maintenance and other functions; where variety is the destroyer of efficiency.  In “What is Strategy” Porter notes, airplane standardization also creates an effective fit with the process of gate turnarounds. By executing faster gate turnarounds than its competitors, Southwest benefits from more frequent departures and the greater use of its equipment.
 The process strategies of Fit and Function address the issues of the process cookbook, process rings-on-a-tree, and process spaghetti to increase an organization’s competitive advantage.  Function, with its focus on cost reduction, is by itself not enough to fill the gaps in the process cookbook model, eliminate the formation of layer after layer of process, or stop process bottlenecks from forming.  Together process Fit and Function apply a system-view to maximize process value while minimizing cost.
Figure 1.12 is a matrix of strategies for maximizing process value.  The left side of the chart lists the two process components: process execution and process flow.  The top of the chart lists the two process strategies: Fit and Function.  Each quadrant of the chart describes the approach for achieving the Fit and Function of process flow and execution. 
Figure1.12: Process Strategy Matrix

Focusing on only one process strategy, such as applying operational excellence to just quadrant #4, leaves on the table opportunities to maximize value and minimize cost.

Each quadrant of the process strategy matrix includes a strategy for maximizing process value and minimizing cost.  Each strategy can be used independently or in combination with the one or more of the other three.  However not applying all four strategies of the process strategy matrix at the same time reduces opportunities to maximize value, lower cost, and therefore increase competitiveness. 

Glean implements the strategies of Fit and Function to glean the maximum customer value from the available resources of information processes.  Later chapters will discuss the principles behind these strategies and practices for their implementation. 


[i]     Michael Treacy and Fred Wiersema, The Discipline of Market Leaders, Addison-Wesley (1995)
[ii]    Michael J. Porter, What is Strategy?, Harvard Business Review, November-December  (1996)

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